Heirloom Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
1,696
-62
| -4% | -$13.6K | 0.1% | 36 |
|
|
2025
Q1 | $334K | Sell |
1,758
-45
| -2% | -$8.56K | 0.1% | 36 |
|
|
2024
Q4 | $396K | Buy |
1,803
+60
| +3% | +$13.2K | 0.12% | 36 |
|
|
2024
Q3 | $325K | Sell |
1,743
-118
| -6% | -$22K | 0.1% | 36 |
|
|
2024
Q2 | $360K | Buy |
1,861
+388
| +26% | +$75K | 0.12% | 38 |
|
|
2024
Q1 | $266K | Buy |
1,473
+93
| +7% | +$16.8K | 0.09% | 44 |
|
|
2023
Q4 | $210K | Buy |
+1,380
| New | +$210K | 0.08% | 50 |
|
|
2022
Q2 | $4.11M | Buy |
29,785
+3,425
| +13% | +$472K | 3.36% | 14 |
|
|
2022
Q1 | $2.98M | Buy |
26,360
+1,480
| +6% | +$167K | 2.07% | 17 |
|
|
2021
Q4 | $3.6M | Buy |
+24,880
| New | +$3.6M | 3.08% | 14 |
|